Your Account

Get started with Benefix and make the most of your account

9 articles in this collection
Written by Lauren Hershey, Cindy Fillgrove, and Jenni Calabrese

Account Maintenance

Edit Your Account Information

Adjusting your Default Step 4 and Proposal Sort Order, Changing your view in Step 3, and more!

Written by Jenni Calabrese
Updated over a week ago

Password Guide

How to unlock your account, reset or recover your password

Written by Jenni Calabrese
Updated over a week ago

Roles and Permissions

Detailed permissions for each account level

Written by Lauren Hershey
Updated over a week ago

Account Admin Maintenance

Account Billing Information

Configure or edit your account's payment details

Written by Cindy Fillgrove
Updated over a week ago

Configure Quoting Options

Select which states and carriers your brokerage will quote

Written by Jenni Calabrese
Updated over a week ago

Proposal Set Up

How to add your brokerage's logo, branding colors, and contact info

Written by Cindy Fillgrove
Updated over a week ago

How to Invite a Downline Broker or Brokerage

Available to GA Admin level permissions

Written by Jenni Calabrese
Updated over a week ago

How to Invite a User

Available to Account Admin level permissions

Written by Jenni Calabrese
Updated over a week ago

UnitedHealthcare Appointment

Important message regarding UHC quoting

Written by Lauren Hershey
Updated over a week ago